Voyant currently offers integrations with the following partner service providers - back-office systems, risk profiling tools, trading, and wrap platforms, data aggregation services, fund pricing feeds, and other data providers.
Please contact Voyant Support for further assistance. We will gladly switch on any of these integration services for our subscribers and trialists, provided they have made whatever arrangements are necessary with the integration partner as subscribers or trialists of their services.
Australia
Iress Xplan - back office
Fin365
Salesforce FS Cloud
Practifi
Canada
FinaMetrica - risk profiling
Quovo - account aggregation
Redtail Technology - CRM
Ireland
Advice Front - back office, CRM
BIS, Broker Information Services - data and CRM
Fastrak, Sprint Enterprise Technology - data aggregation, reporting
FinaMetrica - risk profiling
Morningstar - equity and fund pricing feeds
WealthTrack, Applied - CRM
United Kingdom
Advice Front - back office, CRM
Curo, Time4Advice - back-office system
Fastrak, Sprint Enterprise Technology - data aggregation, reporting
FinaMetrica - risk profiling
Intelligent Office, Intelliflo - practice management
Iress Xplan - back office
Morningstar - equity and fund pricing feeds
Plum Software - back-office system, CRM
7IM, Seven Investment Management - platform
Transact - wrap platform
United States
FinaMetrica - risk profiling
Morningstar - equity and fund pricing feeds
Quovo - account aggregation
Redtail Technology - CRM
Salesforce FSC - CRM
What about other third-party service providers who are not listed?
Voyant is generally willing to integrate with any solution, provided that there is demand for it among our subscribers, a willingness to work with us, and a technological fit. Our primary aim, however, is always to make sure the experience is valuable and beneficial to the adviser.
Please feel free to write Voyant support to register your interest in integration between Voyant and a service provider that is not among those listed above.
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Integrations - Voyant and FinaMetrica, Integrating Risk and Financial Planning
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